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Data Import
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Fundpeak API
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Performance Data
- Displaying daily data in default templates
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Portfolio Composition
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Portfolio Tool
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- Advisor fees in Portfolio
Advisor fees in Portfolio
Created On
Last Updated On
byadam
It is possible to set up fees for your portfolio.
1. Select a portfolio in the left frame
2. Click on Set up / Calculations
3. Fees can be entered in the Fees section.
If you would like to include fees into results it is necessarily to do it for each program separately. Please see Calculate net returns / Include fees into results for more information.
See also:
Advisor fees in Program